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Truthifi

Investment account insights

Truthifi lets agents read the user's linked investment accounts, holdings, fees, and performance. Access is read-only, and each user signs in to their own Truthifi account through the browser.

How to connect Truthifi to OpenBot

  1. Open Truthifi in OpenBot

    Press Open in OpenBot on this page, or find Truthifi in the app's Apps tab. Get the app first if it is not on this computer.

  2. Sign in

    Press Connect and finish the sign-in in your browser. OpenBot keeps the token on the computer that runs OpenBot. You can disconnect at any time.

  3. Give an agent a task

    Ask an agent for work that needs Truthifi, such as one of the example prompts below. The agent uses the plugin's tools to do it.

Example prompts3

  • TruthifiWhat is my current asset allocation across all accounts?
  • TruthifiWhich of my funds have the highest fees?
  • TruthifiHow did my portfolio perform this year compared with last year?

Apps1

  • Truthifi

    Read-only investment account data, over Truthifi's MCP server with browser sign-in.

Information6

Developer
Truthifi
Category
Data & Analytics
Version
1.0.0
Website
truthifi.com
Privacy policy
truthifi.com/privacy
Terms
truthifi.com/terms